A new social platform for building wealth + finding advice.

  • With GBI, focus on life's important goals.
  • Feel empowered to build a plan for your money.
  • Connect with a like-minded advisor who can help your plan succeed.
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How it works.

CREATE A PLAN.

The GBI Investor App offers a new, gamified way for investors to build plans for their money. It's simple and fun to create an actionable plan in minutes.

SHARE WITH AN EXPERT.

A community of advisors is available waiting to help improve upon investors' plans. Once a plan is shared, advisors can use the GBI Advisor App to showcase how they would build on that plan and create a better outcome.

IMPROVE IT TOGETHER.

Advisors and investors can contact one another through the platform and set up a meeting to begin turning financial plans into game plans.

GBI puts investors and advisors on the same side.

We've made it easy to build a plan for your money. No financial knowledge needed. And, we're creating a community of investors and advisors that is based on sharing information about people's goals. When the conversation is focused on what really matters - your goals - we think everyone wins.

Forget the hours of time, piles of data and jargon that usually goes along with creating a basic plan and finding an advisor to help. Now, you'll have a GBI plan to kickstart your financial journey.

SPECIAL OFFER

It's time to revolutionize financial planning. Sign up today.

Get on the list for early access to the GBI platform. It may be exactly what you need to take control of your financial life.

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